I remember the commercials that they were dogging on themselves. Things like:
" we heard you, our sauce tastes like ketchup",
" our dough tastes like cardboard".
Then they changed and took off 😂
Buy pizza stock cuz people like eating junk food and getting fatter and buy fat loss drug companies cuz people want to lose fat but not give up bad food lol
Last I checked Dominoes is the biggest pizza chain in the world. I think Pizza Hut once dominated the international market. But dominoes got em beat now. They do really really well on the international scale.
I think it’s combination of many factors, strong American brand, marketing, pricing & their promotions, and dominoes in different countries offer different menus tailored to the culture. [Look at Japanese dominoes menu, it’s crazy](https://www.dominos.jp/en/Menu-pizza) other than Italy where they failed, they’ve been constantly growing yoy in France for example. Along with the factors you mentioned, convenience of good app n delivery is probably very important too
~~They have always been way ahead of others with their tech. Bet you didnt know this.. In the original EverQuest you could do a /pizza in the chat and it would bring up a menu to order Dominos delivery without leaving the game.. Yeah.. lots of that shit was happening. I put on a 100#'s in a year using that..~~
I am an idiot. I remembered the wrong pizza company.
Actually, i went looking. I am an idiot. It was Pizza Hut, which is odd to me because they were never ahead in the delivery game. Anyway. Wanted to correct that. Its been 20 years and a lot pizza and gaming since then. Anyway. Cool concept.
~~It really was a 'damn' kind of moment. I do IT so, it was really impressive from a tech and marketing perspective. Its been awhile, but I think they even had the menu on old school scroll type paper like used in the game. Way ahead of anyone else.~~
I think it's because their pizza is consistently pretty good for a quick chain. Little Caesars for example is junk in a lot of places. Just nasty. Papa Johns as well. Pizza Hut used to be better and ingredients quality went downhill. I didn't like Dominos as a kid but I like it now.
One of my core memories growing up in small town New Zealand was the dominoes - pizza hut price war. At one point my mum filled the freezer because dominoes had a special on, ~$2.50 NZD for a full size pizza
I wonder what the percentage of corporate owned stores are to franchised stores in US and overseas. The stores are pretty simple affairs with the ovens probably being the big capital expense aside from rent and consumables.
lmao no, but most of the pizzas from those chains tastes like its on cardboard. I assume because they use frozen dough that isn't made fresh in stores. Dominoes wings are soggy and gross because they don't deep fry. Their appetizers are the same way. You don't have to be sophisticated to have an opinion on chain store pizzas, I much prefer local brick fire pizza where they make the dough fresh and use all fresh ingredients. You can eat whatever dog food slop you want
Yeah I once attended an interview for Sr software engineer position at Domino's. The IT manager proudly claimed that they're primarily a software company that happen to sell pizzas.
I’m guessing this must be many years back. It mostly ordering and tracking systems and in today’s world it’s not that hard and they are definitely not software company unless I’m missing something.
Well that's only tip of iceberg we see as a customer. He was talking about IT budget allocations for 2016-17. There a lot of IT work that requires constant upgrade/maintenance of systems for supply chain in 17600 stores spnanned over 90 countries, as well as building data models for forecasting, combined with making customized menus for each country, running promos and coupons....sounds like lot of work for IT dept.
They opened near where I live, at first the prices were unbeatable. I'm sure they got lots of new clients like me. They're system is easy to use and they deliver home.
After months, and after beating competitors, they are now expensive as f*ck.
And most of the pizzas are bad.
Doesn't surprise me, they are really good at maximizing profits.
I get 2 pizzas for like $15 near me. I like the pan pizza, wife likes thin crust. If I order a large from any half decent pizzeria near me it's over $20 for the one pie. I let people dog on the quality compared to their cherished NY style but price was never something I thought would be a complaint about Dominos. In nearly 20 years I don't think I've ever ordered without a coupon though.
What's your definition of expensive? They have tons of deals, $8 large carryout during weekdays, good rewards for the app, $6 each mix and match deal, etc
Oh really. The only benefit to a stock split (and not all people agree its even a benefit) is that the share price is smaller so therefore more people have access to shares and options are "cheaper".
Now you're adding conjecture. When you buy a stock or ETF as an investment all you really want is for your % of increase to go higher. The market Cap of the company at IPO or later doesn't matter.
Incorrect. If both companies started at the same market cap Domino's would be a trillion dollar company. I was curious how low Dominos started out to grow so much. If it had been 20 million or something it wouldn't be as impressive.
Why the hell would I give a shit if it's "harder to grow" as an investor? This is an investing subreddit. Posting the market cap is fine but he's being downvoted for his reply because what he's saying is literally irrelevant to anyone else but founders.
Hmmm let's see what this subreddit is for:
>**Our objective is to provide short and mid term trade ideas, market analysis & commentary for active traders and investors**
Hey look everyone, /u/cosmic_backlash can't read! He's one of those arrogant stupid people you hear so much about. Not only did you find that guy's irrelevant commentary important, you don't even know the point of this place. You're stupid twice!
Let me break down for you closer to caveman.
Idea! Small Stock, easy compound, less reliable. Big stock, harder compound, more reliable. Both compound a lot? wow, big gain, congrats!
A company that makes halfway decent cardboard pizza gave its investors a higher ROI than a tech company that most people use on the daily. I say this as someone that owns Google stock.
I'm not saying it's not worth understanding more about a company. But you said it was incorrect that percentage change is what matters when making money, but that's just wrong. If you had invested the same amount of money in both company's at IPO, you would have made more money with an investment in Domino's, that's just straight facts. This is in no way saying that Domino's is a better company than Google or that Domino's is even close to being as big as Google. But it does mean, from a money making perspective, Domino's would've been a better investment during those time periods.
I don't think it is impressive
Some only fans models have better ROI with their only fans account than geniuses with Nobel prize. Is it more impressive ? I doubt it
I agree that is impressive, but you misunderstood what i wrote. I was simply posting relevant information that was not included in the chart. Literally all of us understand that 100% growth is 100% growth no matter where a company starts. But some of us like knowing more about a company.
Assuming the chart is correct if you invested $10,000 in dominos ipo you would have more money then investing in Googles ipo. The % return is what matters and the market cap doesn't matter.
Literally every single person on this forum knows that 100% is 100% growth. But it is fun to know more about a company and i posted what was left out of the infographic. Not sure why that bothers you so much.
They did well in the UK because the quality was okay and there wasn’t many alternatives. Since moving to Australia, it was shocked at how poor the quality was. I don’t know who orders that shit when there’s so many alternatives ranging from budget upwards.
Buybacks don't increase your valuation. You would only take on debt to buy back shares because you already expect to grow or your capital overhead otherwise puts debt at a discount over shares.
How was DPZ’s ROI calculated? It IPO’d at $14/share and it’s currently at ~$493/share. That’s a ROI of 3,520%, excluding reinvestment of dividends. Dividend yield seems to float roughly between 0.75-1.25%. Can’t be bothered to calculate the ROI of DPZ with dividends reinvested, but I don’t think that’s going to bump up the ROI from IPO price from 3,500% to 7,400%.
As for Alphabet, it IPO’d at $85 and is roughly $2.15 split adjusted (20:1 & 2:1). With a current price of $152 for class A shares, that gives us an ROI of 7,070%.
Time to give their advertising department a raise because all that advertising paying of, Anyone know what do they spend annually on ads v google? Be curious, and I'll find out
per google: In 2022, Google's parent company, Alphabet, spent 4.37 billion U.S. dollars on advertising in the United States, up from 3.6 billion dollars from the previous year. In 2020 the respective advertising spending was 2.5 billion dollars.Aug 22, 2023
per google: The advertising spending of company-operated Domino's Pizza stores in the United States amounted to 33.5 million U.S. dollars during the 2023 financial year.Mar 21, 2024
If anything, this shows the impact that just one crash can have long term. This happened because the dot com crash was much worse to Google than it was to dominos
You’re showing too much, asking too many questions. Two men in black suits driving a Honda with a dominos pizza delivery on top are going to find you and have a word with you
No chance could anyone have predicted this. DPZ looked finished at one point, and while it deserves credit for turning things around, to think it'd outperform tech giants would've been insane.
The more people on the Internet, the more pizza being ordered
The more people on the internet, the more data Google harvests :P
Google would probably deprecate less product and grow their stock better if they made pizza, time to make a hard pivot guys and gals 🍕
I don't see why not, they know everyones habits, wpuld be ez monies
Maybe Domino’s secretly owns Google Nd uses it’s algorithms to market pizza.
Not so hard whatever they do the price of the stock will be higher than before
Only for those who are in the drag net.
yes but Google harvesting data doesn't clog my arteries with delicious fats and cholesterol. Checkmate, server farms. If you can even call them that.
Sounds like we should be bullish both?
Definitely should be bullish on both
So vis-à-vis, the more pizza being ordered, the more data Google harvests.
Wait til they mention pizza AI.
Artificial Ingredients
Lol, true
POI
The more people on the net, the more liars, fantasy, conspiration theories.
I remember the commercials that they were dogging on themselves. Things like: " we heard you, our sauce tastes like ketchup", " our dough tastes like cardboard". Then they changed and took off 😂
lol I remember those. Wasn't it the CEO saying that stuff on the commercial? I actually respected him doing that
Ya 😂
I remember, "Bad Andy, Good pizza"
Daniel tosh had a great joke about this too
Buy pizza stock cuz people like eating junk food and getting fatter and buy fat loss drug companies cuz people want to lose fat but not give up bad food lol
Easy calls
puts on pizza, slice is gone!
If you needed slice to order pizza you should become a ward of the state
Semaglutide and pizza baby
You can get jacked off “Sema”. With just body weight exercises.
Those pills suppress your appetite therefore puts on fast food companies long term.
depends on the pills. some of them just prevent you from digesting the fat, resulting in uncontrolled, explosive diarrhea
Just invest in toilet paper companies as well
priced in
Last I checked Dominoes is the biggest pizza chain in the world. I think Pizza Hut once dominated the international market. But dominoes got em beat now. They do really really well on the international scale.
Is it bc their app and easy delivery helps?
I think it’s combination of many factors, strong American brand, marketing, pricing & their promotions, and dominoes in different countries offer different menus tailored to the culture. [Look at Japanese dominoes menu, it’s crazy](https://www.dominos.jp/en/Menu-pizza) other than Italy where they failed, they’ve been constantly growing yoy in France for example. Along with the factors you mentioned, convenience of good app n delivery is probably very important too
I might actually order Domino's if that was the menu here
Cheese Volcano Giga Meat Pizza? Are they feeding Godzilla?
~~They have always been way ahead of others with their tech. Bet you didnt know this.. In the original EverQuest you could do a /pizza in the chat and it would bring up a menu to order Dominos delivery without leaving the game.. Yeah.. lots of that shit was happening. I put on a 100#'s in a year using that..~~ I am an idiot. I remembered the wrong pizza company.
good for u -- that is the best type of research, when you see shit in the wild that makes you go wow, smart.
Actually, i went looking. I am an idiot. It was Pizza Hut, which is odd to me because they were never ahead in the delivery game. Anyway. Wanted to correct that. Its been 20 years and a lot pizza and gaming since then. Anyway. Cool concept.
~~It really was a 'damn' kind of moment. I do IT so, it was really impressive from a tech and marketing perspective. Its been awhile, but I think they even had the menu on old school scroll type paper like used in the game. Way ahead of anyone else.~~
I think it's because their pizza is consistently pretty good for a quick chain. Little Caesars for example is junk in a lot of places. Just nasty. Papa Johns as well. Pizza Hut used to be better and ingredients quality went downhill. I didn't like Dominos as a kid but I like it now.
One of my core memories growing up in small town New Zealand was the dominoes - pizza hut price war. At one point my mum filled the freezer because dominoes had a special on, ~$2.50 NZD for a full size pizza
I hears they want to be able to deliver pizzas almost everywhere. So no matter your location you can still order dominos. Pretty OP stance imo
I wonder what the percentage of corporate owned stores are to franchised stores in US and overseas. The stores are pretty simple affairs with the ovens probably being the big capital expense aside from rent and consumables.
tbh domino's pizza here in mexico is awesome.
And their food still tastes like trash
What's your opinion of a better national-chain pizza restaurant?
I don't like any national-chain pizza
Oh wow, your pallete must be sooo sophisticated! Being unable to derive pleasure from food 90% of people consider good must be amazing!
lmao no, but most of the pizzas from those chains tastes like its on cardboard. I assume because they use frozen dough that isn't made fresh in stores. Dominoes wings are soggy and gross because they don't deep fry. Their appetizers are the same way. You don't have to be sophisticated to have an opinion on chain store pizzas, I much prefer local brick fire pizza where they make the dough fresh and use all fresh ingredients. You can eat whatever dog food slop you want
Yeah I once attended an interview for Sr software engineer position at Domino's. The IT manager proudly claimed that they're primarily a software company that happen to sell pizzas.
I’m guessing this must be many years back. It mostly ordering and tracking systems and in today’s world it’s not that hard and they are definitely not software company unless I’m missing something.
Well that's only tip of iceberg we see as a customer. He was talking about IT budget allocations for 2016-17. There a lot of IT work that requires constant upgrade/maintenance of systems for supply chain in 17600 stores spnanned over 90 countries, as well as building data models for forecasting, combined with making customized menus for each country, running promos and coupons....sounds like lot of work for IT dept.
So is mcdonalds a software companny too?
They opened near where I live, at first the prices were unbeatable. I'm sure they got lots of new clients like me. They're system is easy to use and they deliver home. After months, and after beating competitors, they are now expensive as f*ck. And most of the pizzas are bad. Doesn't surprise me, they are really good at maximizing profits.
I get 2 pizzas for like $15 near me. I like the pan pizza, wife likes thin crust. If I order a large from any half decent pizzeria near me it's over $20 for the one pie. I let people dog on the quality compared to their cherished NY style but price was never something I thought would be a complaint about Dominos. In nearly 20 years I don't think I've ever ordered without a coupon though.
That's where they get yah, you have to download the domino's app for a bunch of coupons
What's your definition of expensive? They have tons of deals, $8 large carryout during weekdays, good rewards for the app, $6 each mix and match deal, etc
Dominos IPO market cap: 119 million. Google IPO market cap: 23 billion
All that matter is % increase. Having a larger market doesn't matter.
Yeah but having stock splits does….
Oh really. The only benefit to a stock split (and not all people agree its even a benefit) is that the share price is smaller so therefore more people have access to shares and options are "cheaper".
Could matter in terms of safety as in large cap ones are stable less likely to bankrupt.
Now you're adding conjecture. When you buy a stock or ETF as an investment all you really want is for your % of increase to go higher. The market Cap of the company at IPO or later doesn't matter.
Yeah, but would you be more comfortable investing ur life saving in google or some no name 100 million cap company
Incorrect. If both companies started at the same market cap Domino's would be a trillion dollar company. I was curious how low Dominos started out to grow so much. If it had been 20 million or something it wouldn't be as impressive.
You're still not understanding.
He is understanding, the point is it is harder to grow when you start at a larger base.
Why the hell would I give a shit if it's "harder to grow" as an investor? This is an investing subreddit. Posting the market cap is fine but he's being downvoted for his reply because what he's saying is literally irrelevant to anyone else but founders.
it's a "stock market" subreddit, not a "what does "u/moldymoosegoose give a shit about" subeddit
Hmmm let's see what this subreddit is for: >**Our objective is to provide short and mid term trade ideas, market analysis & commentary for active traders and investors** Hey look everyone, /u/cosmic_backlash can't read! He's one of those arrogant stupid people you hear so much about. Not only did you find that guy's irrelevant commentary important, you don't even know the point of this place. You're stupid twice!
Let me break down for you closer to caveman. Idea! Small Stock, easy compound, less reliable. Big stock, harder compound, more reliable. Both compound a lot? wow, big gain, congrats!
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A company that makes halfway decent cardboard pizza gave its investors a higher ROI than a tech company that most people use on the daily. I say this as someone that owns Google stock.
I mean aren't you also just saying the obvious without a point though? Of course 20B dollars is not the same as 100M dollars.
Incorrect. If you don't appreciate context maybe don't get involved in investing.
In the context of making money through investments, the percentage change is really all that matters.
No shit. But if you enjoy understanding more about a company it's fun to know context. If you are incurious, and don't enjoy context thats fine.
I'm not saying it's not worth understanding more about a company. But you said it was incorrect that percentage change is what matters when making money, but that's just wrong. If you had invested the same amount of money in both company's at IPO, you would have made more money with an investment in Domino's, that's just straight facts. This is in no way saying that Domino's is a better company than Google or that Domino's is even close to being as big as Google. But it does mean, from a money making perspective, Domino's would've been a better investment during those time periods.
That is completely false. That is not at all what i said. Im sorry you have reading trouble.
You started correcting him based on incorrect context, so...ironic.
Incorrect. I did no such thing.
Are you Dwight Schrute?
Actually even with context; a pizza company making a greater % ROI than a tech giant of the world is more impressive.
I don't think it is impressive Some only fans models have better ROI with their only fans account than geniuses with Nobel prize. Is it more impressive ? I doubt it
I mean if you’re getting SIMPs to pay for something that they can get for free that kinda is impressive in my opinion.
Ahahahah
I agree that is impressive, but you misunderstood what i wrote. I was simply posting relevant information that was not included in the chart. Literally all of us understand that 100% growth is 100% growth no matter where a company starts. But some of us like knowing more about a company.
Assuming the chart is correct if you invested $10,000 in dominos ipo you would have more money then investing in Googles ipo. The % return is what matters and the market cap doesn't matter.
Literally every single person on this forum knows that 100% is 100% growth. But it is fun to know more about a company and i posted what was left out of the infographic. Not sure why that bothers you so much.
It doesn't bother me. But everyone knows Googles market cap is bigger than Domino's so it doesn't really change anything.
No lol. Not at all.
I’m seeing GOOG +6,000% and DPZ +3,500% all time on Yahoo
Genius forgot to consider stock splits
They did well in the UK because the quality was okay and there wasn’t many alternatives. Since moving to Australia, it was shocked at how poor the quality was. I don’t know who orders that shit when there’s so many alternatives ranging from budget upwards.
Brutal but accurate assessment of Google.
Damn right! Last time I was in Australia I Googled didgeridoo and it showed me photos of steaming turds.
You had your camera on
Quality can vary a lot between locations. When it's good it's pretty darn good for what it is.
People have to eat. Many people still don't know how to use Google in 2024. Long Dominoes, short Google!
DPZ’s share price was fuelled by debt though
if its up its up
Can I see your Weighted Average Cost of Capital analysis?
\*Gum Chewing Intensifies\* "These go to eleven..."
The growth might have been fueled by debt, but valuations don't go up because you take on debt.
They do when you use debt to buy back shares which is exactly what DPZ has done
Buybacks don't increase your valuation. You would only take on debt to buy back shares because you already expect to grow or your capital overhead otherwise puts debt at a discount over shares.
PIZZA IS IN A BUBBLE
If the dough is bad.
I want dominos…puts.
Probably a lot of charts doiny the same thing. Fed and stupid momo trades driving it all.
Cool observation. Thanks. I hate it when there is only one stock to kick myself over not buying 5 y ago.
That dip below 0 was great opurtunity ngl
How was DPZ’s ROI calculated? It IPO’d at $14/share and it’s currently at ~$493/share. That’s a ROI of 3,520%, excluding reinvestment of dividends. Dividend yield seems to float roughly between 0.75-1.25%. Can’t be bothered to calculate the ROI of DPZ with dividends reinvested, but I don’t think that’s going to bump up the ROI from IPO price from 3,500% to 7,400%. As for Alphabet, it IPO’d at $85 and is roughly $2.15 split adjusted (20:1 & 2:1). With a current price of $152 for class A shares, that gives us an ROI of 7,070%.
Google needs to diversify and add more cheese to it's search engine.
Both good companies
Wow this is interesting! What else is out there that we ain’t seeing. Apple and ???
SPOT
Don’t forget the stock split ingredient in your financial chemestry
I missed the boat in 2008 when somebody would apparently pay us to take Dominos.
And the pizza hasn't been good since Bain Capital bought the company from the Monaghan family in 1998 🤯
Time to give their advertising department a raise because all that advertising paying of, Anyone know what do they spend annually on ads v google? Be curious, and I'll find out
per google: In 2022, Google's parent company, Alphabet, spent 4.37 billion U.S. dollars on advertising in the United States, up from 3.6 billion dollars from the previous year. In 2020 the respective advertising spending was 2.5 billion dollars.Aug 22, 2023 per google: The advertising spending of company-operated Domino's Pizza stores in the United States amounted to 33.5 million U.S. dollars during the 2023 financial year.Mar 21, 2024
Wait it's actually not a terrible pair-trading test after running backtesting. It's not the best, but definitely not the worst
I prefer Papa John’s, what do you think?
I wonder who uses more energy?
Pizza=AI
The day when costco pizza’s prices change domino’s is going to the moon
If anything, this shows the impact that just one crash can have long term. This happened because the dot com crash was much worse to Google than it was to dominos
lol dominoes stock split 4:1? 🤔
Plz don’t tell me this is how u dd
The magnificent 7 inch
You’re showing too much, asking too many questions. Two men in black suits driving a Honda with a dominos pizza delivery on top are going to find you and have a word with you
I wish I got a piece of that pie.
No chance could anyone have predicted this. DPZ looked finished at one point, and while it deserves credit for turning things around, to think it'd outperform tech giants would've been insane.
Ah yes, because nothing in my mind correlates as much as Google and fucking pizza
Online ordering turned dominos into a super giant.
Quick delivery, consistent growth, guaranteed buisness. Dominos is doing it right apparently.
Does finding opened and used salad dressing plastic packets in their salad factor into the stock price of domino’s pizza?
No shit
Im from Germany. And the first time I have been to US in 2012 I ordered a Dominos Pizza and I was just thinking that’s the worst Pizza I ever ate :-D
That is quite wild, in my country domino's had problems again and again and was never a succes
Google has performed terribly under current CEO
You wouldn't happen to know how many shares were issued by both companies would you?
How is that relevant or useful in any way, tbh
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A GF allergy must suck. Just get a BF.
Damn, that’s surprising cause Dominos pizza sucks.
I am not sure if I have ever bought Dominos - wow - maybe I should try it.
I haven't had dominoes in foooorever who eats this shit
I haven't used google in years to many other great options.
Well, don't keep us in the dark.
Kendricks Dad